See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,639 | $148,534-19.5% | $135,903-12.0% | $139,434-14.2% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 32.26% | 79.19%-46.9pp | 68.23%-36.0pp | 372.94%-340.7pp |
| Employer contribution / active EE | $5,822 | $5,243+11.0% | $4,856+19.9% | $4,751+22.6% |
| Participant deferral / active EE | $5,044 | $8,100-37.7% | $7,758-35.0% | $6,710-24.8% |
| Admin fee / account holder | $265 | $12,400-97.9% | $10,762-97.5% | $11,403-97.7% |